Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$60K Hold
2025
Q1
$56.5K Hold
2024
Q4
$66.9K Hold
2024
Q3
$71.8K Hold
2024
Q2
$66.9K Sell
2024
Q1
$58.1K Hold
2023
Q4
$49.5K Hold
2023
Q3
$36.5K Hold
2023
Q2
$33.8K Hold
2023
Q1
$22.8K Hold
2022
Q4
$28.1K Hold
2022
Q3
$42K Buy
2022
Q2
$32K Hold
2022
Q1
$50K Hold
2021
Q4
$51K Buy